The KE Report

Marc Chandler - Fed Policy, Inflation Trends, and Global Market Risks

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Marc Chandler, Managing Partner at Bannockburn Global Forex and editor of the Marc to Market website, joins us for this special Sunday editorial on the KE Report.

Key topics discussed:

  • Inflation Data: A closer look at why headline inflation remains above the 2% target and why base effects suggest future readings may edge higher.

  • Fed Policy Outlook: Despite political noise, the Fed remains patient. Marc explains why some members (like Waller) are pushing for earlier cuts and how labor market weakness - not just inflation - may drive the next move.

  • Market Reaction: Are potential Fed cuts already priced in? Why retail buying and FOMO are fueling equity highs, and what that means for risk ahead.

  • Tariffs & Earnings: How shifting tariffs could pressure margins, stoke inflation, and impact upcoming earnings season.

  • Global Events: What to watch this week: flash PMIs, the ECB meeting, Tokyo CPI - and why Japan’s political backdrop is worth noting.

    •  

    Click here to visit Marc’s site - Marc To Market.

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